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Nelson Capital Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Nelson Capital Management’s Portfolio BIL Stock Details BIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-6,079
Closed -$556K – 97
2020
Q3 		$556K Buy
+6,079
New +$556K 0.1% 77

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Royal Bank of Canada
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FWM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

Nelson Capital Management's BIL Position: Q4 2020 in Review

Nelson Capital Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2020, closing a stake of 6,079 shares — an estimated $556K sold.

Nelson Capital Management first reported a position in BIL in Q3 2020 and held it in 1 quarter. The position peaked at $556K in Q3 2020. 397 funds tracked by Wall St. Rank hold BIL as of Q4 2020.

  • Nelson Capital Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2020 after selling out during the quarter.
  • Nelson Capital Management sold 6,079 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2020, an estimated $556K.
  • Nelson Capital Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2020 and held it in 1 quarter.
  • Nelson Capital Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $556K in Q3 2020.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2020.

Based on Nelson Capital Management's 13F filing for Q4 2020, filed 17 Feb 2021.